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Target Allocation Percentages (TAPs)

This is the Profit First Allocation that we will be working towards, and shows our target for each
section per the Profit First Rollout Plan.

This allocation is based upon Profit First’s extensive research into allocation percentages
according to real revenue range (these adjust as the business grows).

The plan is mapped out over [4] quarters currently, with incremental changes applied each
quarter to build to the cumulative target.

We can see that the combined target for Profit + Owner’s Pay is 60% of Real Revenue, up from

[57%] at the starting point of the Profit First implementation in your business.

We will be following the Profit First Rollout over the next 4 quarters in order to achieve the

following Percentage Allocations:

➢ Profit of [5%]
➢ Owner’s Pay of [55%]
➢ Tax of [10%]
➢ OpEx of [30%]

This means that:

➢ The Profit Allocation will have [increased] from [0%] to [5%] [+5%]

➢ The Owner’s Pay Allocation will have [decreased] from [57%] to [55%] [-2%]
➢ The Tax Allocation will have [increased] from [0%] to [10%] [+10%]
➢ OpEx will have [decreased] from [43%] to [30%] [-13%]

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